retirement income

Reality Check: Will You Have Enough Retirement Income?

Fidelity Investments, the giant brokerage firm, does a pretty good job at breaking down our collective retirement readiness, measured as retirement income. The most recent report from them shows that … Read more

Posted on August 1, 2017 by
asset mix

The Right Asset Mix For Your Goals

Turn on cable TV news at any given moment during the business day and you will be inundated with investment recommendations. Buy stocks, sell stocks. Buy bonds, sell bonds. Avoid … Read more

Posted on July 21, 2017 by
early saving

Harness The Power of Early Saving

Which would you rather make, a great investment or an early investment? It’s not a trick question. Of course we would all have loved to have bought Microsoft when it … Read more

Posted on June 23, 2017 by
buy bad stocks

The Reason You Buy Bad Stocks: Good Stories

Not that many years ago, stock brokers could make a pretty good living just getting their clients to buy individual stocks. Just sell the story and get paid. Commissions on … Read more

Posted on June 16, 2017 by
stocks hit new highs

As Stocks Hit New Highs, Just Relax

On June 1, the Dow Jones Industrial Average hit a new record high, closing at 21,144. The broad market S&P 500 and the tech-focused NASDAQ did, too. There are two … Read more

Posted on June 9, 2017 by
sector rotation

The Lazy Investor’s Guide To Sector Rotation

An interesting wrinkle in the massive move toward passive investing strategies such as index funds is that a lot of people seem to be ignoring the passive part. Yes, there … Read more

Posted on May 26, 2017 by

What To Make Of Washington These Days

Like most Americans, you’re likely hanging on every word from our nation’s capital. Every week, sometimes every day, there seems to be some kind of earthshaking announcement, some legislation ahead, … Read more

Posted on April 28, 2017 by
own enough stocks

Do I Own Enough Stocks? Too Much? How To Check

Investing for the long run can be a tricky business. The data supports owning stocks, yet the volatility of the stock market can lead to emotional trades and untimely decisions. … Read more

Posted on April 7, 2017 by
interest rates

Interest Rates Rising, Do I Change Investments?

The stock market seems to touch new highs every day, even as the Federal Reserve is raising interest rates and laying out a path for more increases to come. Should … Read more

Posted on March 17, 2017 by
indexing

Index Investing Is Not Passive Investing. Here’s Why…

Many investors try very hard to portray themselves as cool and calm, unflappable in the face of market ups and downs. They like to think of themselves as unwavering before … Read more

Posted on March 3, 2017 by